RECORDED WEBCAST | October 12, 2021
Authored by RSM US LLP
The House Ways and Means Committee recently proposed various income and transfer tax increases on wealthy and high-income individuals, estates and trusts. These increases are part of the plan to generate the revenue needed to support reconciliation bill spending. If enacted, the proposals will have a significant impact on wealthy individuals’ financial and estate planning. What should you be considering now?
Watch the 60-minute recorded webcast where we discussed the following:
- The current tax policy environment and how the proposed changes may affect wealthy individuals
- Factors to consider in evaluating your current estate plan
- What to consider from an income tax perspective
Event recording and materials
Andy Swanson | Partner | RSM US
Andy Swanson leads the business owner tax practice at RSM US LLP, with a focus on closely held businesses and their owners, providing proactive tax and business advice to help them reach their goals.
Anne Bushman | Partner | RSM US
Anne Bushman leads the Washington National Tax compensation and benefits group at RSM US LLP, providing a range of tax consulting services.
Carol Warley | Partner | RSM US
Carol Warley serves as RSM’s Washington National Tax private client services tax practice leader. She has more than 40 years of experience and specializes in estate and gift planning, charitable gift planning, and fiduciary income tax planning.
Fred Gordon | Senior Director | RSM US
Fred Gordon is senior tax policy leader in the national tax practice of RSM US LLP.
Date and time
Recorded, watch anytime
Wealthy and high- income individuals, CEOs, entrepreneurs and business owners, private equity fund managers/owners, family office executives
This article was written by RSM US LLP and originally appeared on 2021-10-12.
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